+108.7%
CCEP vs A
-14.2%
+123.0%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.7% | +3.4% | +1.3% |
| 7D | -1.0% | -2.1% | +1.1% | -0.6% |
| 30D | -1.6% | +0.6% | -2.2% | -1.9% |
| 3M | +11.9% | +10.9% | +1.0% | +9.1% |
| 6M | +7.5% | +28.2% | -20.7% | +1.0% |
| YTD | +18.7% | +8.6% | +10.2% | +15.7% |
| 1Y | +21.4% | +15.5% | +5.9% | +16.1% |
| 3Y | +89.1% | +31.8% | +57.3% | +68.3% |
| 5Y | +108.7% | -14.9% | +123.6% | +93.3% |
| All | +108.7% | -14.2% | +123.0% | +93.3% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded A wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling